Arete Wealth Advisors’s AutoNation AN Stock Holding History

Arete Wealth Advisors’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,172	Closed	-$878K	–	719
2024 Q4	$878K	Buy	5,172 +1,813	+54%	+$306K	0.06%	276
2024 Q3	$598K	Sell	3,359 -153	-4%	-$26.3K	0.05%	326
2024 Q2	$558K	Buy	+3,512	New	+$573K	0.05%	365
2024 Q1	–	Sell	-3,356	Closed	-$504K	–	396
2023 Q4	$504K	Buy	+3,356	New	+$463K	0.04%	399

Other funds holding AN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arete Wealth Advisors's AN Position: Q1 2025 in Review

Arete Wealth Advisors sold out of AutoNation (AN) in Q1 2025, closing a stake of 5,172 shares — an estimated $878K sold.

Arete Wealth Advisors first reported a position in AN in Q4 2023 and held it in 4 quarters. The position peaked at $878K in Q4 2024. 467 funds tracked by Wall St. Rank hold AN as of Q1 2025.

Arete Wealth Advisors reported no remaining AutoNation position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 5,172 AutoNation shares in Q1 2025, an estimated $878K.
Arete Wealth Advisors first reported a position in AutoNation in Q4 2023 and held it in 4 quarters.
Arete Wealth Advisors's AutoNation position peaked at $878K in Q4 2024.
467 funds tracked by Wall St. Rank held AutoNation as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.